Synergy Portfolio Manager

Total Invested

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Market Value

Awaiting Yahoo quotes

Unrealized P&L

Last sync: —

Realized P&L

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Local Currency USD Waiting for price sync

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Security	Holding	Held Quantity	Avg Cost	Last Price	Last Price Time	Market Value	Unrealized P&L	Realized P&L
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Type Trade date Settlement date Yahoo Ticker Symbol (CIQ Ticker) Security Quantity Currency Equity price Commission Other charges FX Transaction note

Total —

Net amount —

Net equity price —

USD settlement —

Auto fields Security name, currency, equity price, FX and totals refresh from Yahoo when you enter a ticker.

	Trade date	Settlement date	Security	Type	Quantity	Currency	Equity price	Total	FX	USD Settlement
Workbook transactions (if any) will appear here. You can also add manual trades.

Upload an Excel workbook to start exploring sheets.

Name Email Role

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Override the per-share cost (and optional FX-to-USD) used for a holding's invested and unrealized P&L. Realized P&L is unaffected.

Symbol Key Cost / Share Currency FX (local per USD, optional) Note

Saving an existing Symbol Key updates it.

Symbol	Cost / Share	Currency	FX (local/USD)	Note	Actions
No overrides set.